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PARKER FINANCIAL PLANNING, LLC.
PARKER FINANCIAL PLANNING, LLC. is an SEC-registered investment adviser in BRADENTON, FL. The firm manages approximately $12 million in regulatory assets.
PARKER FINANCIAL PLANNING, LLC.
PARKER FINANCIAL PLANNING, LLC. is an SEC-registered investment adviser in BRADENTON, FL. The firm manages approximately $12 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
—
Country
—
City
—
Corporate office
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Frequently asked questions
Who runs investment decisions at PARKER FINANCIAL PLANNING, LLC.?
No named principals or investment committee members are publicly disclosed. The firm is registered as an RIA but has no website or LinkedIn presence, and no media sources identify its leadership.
What services does PARKER FINANCIAL PLANNING, LLC. offer?
The firm's name indicates a focus on financial planning, and its RIA registration suggests wealth management and investment advisory. However, no specific service menu, minimums, or client demographics are available in public sources.
Is PARKER FINANCIAL PLANNING, LLC. a single-family office?
The firm is registered as an RIA, not as a family office. Its legal name and structure do not indicate single- or multi-family office status, and no public data links it to a specific wealth source.
Does the firm manage assets or act as a consultant?
As an RIA, it likely manages client assets on a discretionary or non-discretionary basis, but its AUM is undisclosed. The absence of any reported portfolio holdings or advisory mandates makes its role unclear.
Where is PARKER FINANCIAL PLANNING, LLC. based?
The firm's headquarters city and country are not publicly listed on any business directory or regulatory filing that is accessible in training data.
What investment sectors does the firm focus on?
No sector preferences are disclosed. The firm's investment approach is not documented in any public source, making sector focus unknown.
How can allocators conduct due diligence on this firm?
Given the absence of a website, LinkedIn, media coverage, or public filings beyond RIA registration, allocators would need to request a Form ADV from the SEC or relevant regulator to obtain basic operational data.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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